JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.34B |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.65B |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.58B |
| 4 |
iShares MBS ETF
MBB
|
+$1.3B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.18B |
Top Sells
| 1 |
Apple
AAPL
|
+$776M |
| 2 |
Johnson & Johnson
JNJ
|
+$698M |
| 3 |
Mondelez International
MDLZ
|
+$646M |
| 4 |
CVS Health
CVS
|
+$591M |
| 5 |
UnitedHealth
UNH
|
+$555M |
Sector Composition
| 1 | Technology | 13.13% |
| 2 | Financials | 12.96% |
| 3 | Healthcare | 10.58% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Industrials | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HNGR
3401
DELISTED
Hanger Inc.
HNGR
| $307K | ﹤0.01% |
+16,114
| New | +$307K |
|
|
LEAF
3402
DELISTED
Leaf Group Ltd.
LEAF
| $307K | ﹤0.01% |
38,269
-28
| -0.1% | -$225 |
|
3403
Radcom
RDCM
$234M
| $306K | ﹤0.01% |
41,211
-418
| -1% | -$3.1K |
|
|
VCRA
3404
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $306K | ﹤0.01% |
9,680
+1,972
| +26% | +$62.3K |
|
|
NITE
3405
DELISTED
Nightstar Therapeutics plc American Depositary Shares
NITE
| $306K | ﹤0.01% |
12,066
-7,840
| -39% | -$199K |
|
|
DWIN
3406
DELISTED
Invesco DWA Tactical Multi-Asset Income ETF
DWIN
| $306K | ﹤0.01% |
12,221
| – | – |
|
3407
Zymeworks
ZYME
$1.19B
| $305K | ﹤0.01% |
+18,824
| New | +$305K |
|
3408
Green Plains
GPRE
$631M
| $303K | ﹤0.01% |
18,199
+650
| +4% | +$10.8K |
|
|
MOGO
3409
Mogo
MOGO
$45.6M
| $303K | ﹤0.01% |
30,000
+3,333
| +12% | +$33.7K |
|
|
WIFI
3410
DELISTED
Boingo Wireless, Inc.
WIFI
| $303K | ﹤0.01% |
13,036
-60,858
| -82% | -$1.41M |
|
3411
Galmed Pharmaceuticals
GLMD
$8.27M
| $302K | ﹤0.01% |
205
+193
| +1,608% | +$284K |
|
3412
Ubiquiti
UI
$36.6B
| $302K | ﹤0.01% |
2,019
-100,877
| -98% | -$15.1M |
|
|
PFNX
3413
DELISTED
Pfenex Inc.
PFNX
| $300K | ﹤0.01% |
48,600
+37,286
| +330% | +$230K |
|
3414
IES Holdings
IESC
$7.5B
| $299K | ﹤0.01% |
16,848
+7,168
| +74% | +$127K |
|
3415
LoveSac
LOVE
$258M
| $299K | ﹤0.01% |
10,743
+9,039
| +530% | +$252K |
|
3416
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$694M
| $298K | ﹤0.01% |
5,887
-539
| -8% | -$27.3K |
|
|
SEAC
3417
DELISTED
Seachange International Inc
SEAC
| $298K | ﹤0.01% |
11,220
-2,258
| -17% | -$60K |
|
3418
Kingstone Companies
KINS
$195M
| $296K | ﹤0.01% |
20,111
+7,927
| +65% | +$117K |
|
3419
Cerus
CERS
$236M
| $295K | ﹤0.01% |
47,338
+12,436
| +36% | +$77.5K |
|
3420
VanEck Junior Gold Miners ETF
GDXJ
$7.55B
| $294K | ﹤0.01% |
9,277
-1,239
| -12% | -$39.3K |
|
3421
Paysign
PAYS
$301M
| $294K | ﹤0.01% |
+36,965
| New | +$294K |
|
3422
Embotelladora Andina Series B
AKO.B
$3.86B
| $293K | ﹤0.01% |
13,559
+2,640
| +24% | +$57K |
|
3423
InfraCap MLP ETF
AMZA
$403M
| $293K | ﹤0.01% |
4,910
-1,113
| -18% | -$66.4K |
|
3424
SPDR Portfolio Europe ETF
SPEU
$699M
| $292K | ﹤0.01% |
8,826
+20
| +0.2% | +$662 |
|
3425
Thermon Group Holdings
THR
$844M
| $292K | ﹤0.01% |
11,910
+3,632
| +44% | +$89K |
|